Rollover Request Authorisation

  • I request and consent to Brighter Super Trustee ('Trustee') and the trustee of the transferring fund to transfer any benefits from the transferring fund to the Zurich Insurance-only Superannuation Plan as required to fund the premium amount payable under the policy, as quoted by Zurich Australia Limited ('Zurich').

  • If the transferring fund has a minimum withdrawal amount which exceeds the premium amount payable, I authorise the transferring fund to transfer the minimum withdrawal amount and I authorise the Trustee to transfer any excess amount back to the transferring fund.

  • If I have selected the ‘ongoing automatic rollovers’ option, I hereby make a repeating request each time my yearly premium becomes payable.

  • I give the trustee of the transferring fund consent to provide any and all relevant information to the Trustee or its delegates.

  • I authorise the Trustee or its delegates to provide any and all relevant information to the trustee of the transferring fund, including the tax file number I have previously provided. (Note: If you do not want your tax file number to be used, please contact the Trustee).

  • I understand that the trustee of the transferring fund is discharged from any further liability in respect of any amount once benefits have been transferred.

  • I approve the deduction of transfer fees (if any) from the benefits transferred (subject to legislative restrictions).

  • I authorise and direct the Trustee to request, from the transferring fund, any amounts payable under the Zurich policy in accordance with these instructions.

  • I accept that Zurich or the Trustee will not be liable or responsible for any failed attempts to transfer money including where the transferring fund declines to transfer the amount.

  • If this authority is for a new policy application, and the application does not proceed, I then authorise and request the Trustee to transfer the amounts back to the transferring fund (provided the transferring fund accepts).

  • I accept that in the event the transferring fund does not accept a return of amounts for whatever reason, the money will be transferred to the Australian Taxation Office (ATO). Information about ATO-held super can be found at http://ato.gov.au.

  • I am aware that I may ask the trustee of the transferring fund for any information I require in relation to the effect of the rollover/s on my entitlements in the transferring fund (including information on fees or insurance benefits) and, before any rollover, I have either asked them or I do not require such information

Your Privacy

  • The Trustee is bound by the Privacy Act 1988 (Cth). In completing the forms or questions herein you will be providing us with your personal and, perhaps, sensitive information. The collection and management of this information is governed by the Privacy Act 1988. For a more detailed explanation of The Trustee's Privacy Policy please visit our website at http://brightersuper.com.au/about-us/governance/reports-and-policies/privacy.

Trustee declaration

  • This letter confirms that the Zurich Insurance-only Superannuation Plan is part of Brighter Super ('Fund') (ABN 23 053 121 564). It is a registered, resident regulated superannuation fund as defined under Section 10(1) of the Superannuation Industry (Supervision) Act 1993 ('the Act'). The trustee of Brighter Super is Brighter Super Trustee (ABN 94 085 088 484 AFSL 230511).
  • Brighter Super was established by a trust deed since 1995 and is able to accept transfers and rollovers from other Complying Superannuation Funds and such transfers and rollovers will be preserved in accordance with the Act (if required).
  • The Fund is not subject to a direction under Section 63 of the Act, nor does it expect to receive a direction under this Section.


Fund Secretary and Director

For and on behalf of the trustee of Brighter Super, Brighter Super Trustee.